| APP |
AppLovin Corporation |
114.43B |
13.72% |
|
|
|
|
|
340.99 |
6.98% |
71.92% |
67.90% |
|---|
| AAPL |
Apple Inc. |
3.85T |
6.37% |
|
|
|
|
|
254.49 |
1.88% |
22.10% |
17.26% |
|---|
| PLTR |
Palantir Technologies Inc. |
183.49B |
4.15% |
|
|
|
|
|
80.55 |
8.54% |
68.72% |
62.25% |
|---|
| FICO |
Fair Isaac Corporation |
50.91B |
3.67% |
|
|
|
|
|
2,090.98 |
2.25% |
32.31% |
21.79% |
|---|
| ANET |
Arista Networks, Inc. |
142.11B |
3.65% |
|
|
|
|
|
112.81 |
3.43% |
39.12% |
21.58% |
|---|
| AAOI |
Applied Optoelectronics, Inc. |
1.70B |
3.24% |
|
|
|
|
|
37.82 |
16.76% |
108.84% |
38.55% |
|---|
| KLAC |
KLA Corporation |
84.18B |
2.72% |
|
|
|
|
|
629.37 |
1.16% |
37.46% |
28.68% |
|---|
| NTNX |
Nutanix, Inc. |
17.43B |
2.57% |
|
|
|
|
|
65.07 |
1.83% |
35.44% |
12.90% |
|---|
| GDDY |
GoDaddy Inc. |
28.84B |
2.45% |
|
|
|
|
|
205.41 |
1.22% |
25.74% |
20.29% |
|---|
| COHR |
Coherent, Inc. |
15.11B |
2.44% |
|
|
|
|
|
97.67 |
1.55% |
53.83% |
31.31% |
|---|
| COMM |
CommScope Holding Company, Inc. |
1.20B |
2.38% |
|
|
|
|
|
5.58 |
-2.11% |
98.16% |
6.49% |
|---|
| TDS |
Telephone and Data Systems, Inc. |
3.61B |
2.37% |
|
|
|
|
|
34.01 |
0.80% |
47.24% |
7.07% |
|---|
| MSFT |
Microsoft Corporation |
3.25T |
2.25% |
|
|
|
|
|
436.60 |
-0.10% |
21.55% |
16.24% |
|---|
| SMTC |
Semtech Corporation |
5.48B |
2.25% |
|
|
|
|
|
63.55 |
-0.05% |
59.78% |
30.60% |
|---|
| AUR |
Aurora Innovation, Inc. |
12.36B |
2.14% |
|
|
|
|
|
7.19 |
0.14% |
105.29% |
36.10% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
9.79B |
2.13% |
|
|
|
|
|
135.22 |
-1.25% |
40.73% |
39.20% |
|---|
| VERX |
Vertex, Inc. |
8.35B |
2.13% |
|
|
|
|
|
53.53 |
-0.11% |
36.58% |
22.40% |
|---|
| ZETA |
Zeta Global Holdings Corp. |
4.61B |
2.12% |
|
|
|
|
|
19.40 |
1.73% |
83.10% |
36.74% |
|---|
| TTD |
The Trade Desk, Inc. |
61.70B |
2.06% |
|
|
|
|
|
125.01 |
-0.97% |
37.82% |
16.35% |
|---|
| QTWO |
Q2 Holdings, Inc. |
6.32B |
2.03% |
|
|
|
|
|
104.69 |
1.58% |
37.36% |
16.36% |
|---|
| GWRE |
Guidewire Software, Inc. |
14.70B |
2.01% |
|
|
|
|
|
176.03 |
2.31% |
27.35% |
17.03% |
|---|
| MSI |
Motorola Solutions, Inc. |
78.54B |
1.97% |
|
|
|
|
|
469.94 |
1.32% |
21.26% |
44.94% |
|---|
| IDCC |
InterDigital, Inc. |
4.80B |
1.90% |
|
|
|
|
|
189.43 |
0.24% |
37.08% |
65.44% |
|---|
| ORCL |
Oracle Corporation |
474.53B |
1.86% |
|
|
|
|
|
169.66 |
0.52% |
27.14% |
21.94% |
|---|
| SITM |
SiTime Corporation |
5.06B |
1.84% |
|
|
|
|
|
216.65 |
0.26% |
56.42% |
26.09% |
|---|
| MANH |
Manhattan Associates, Inc. |
17.12B |
1.82% |
|
|
|
|
|
280.26 |
-0.81% |
32.99% |
39.50% |
|---|
| NTAP |
NetApp, Inc. |
24.08B |
1.77% |
|
|
|
|
|
118.45 |
1.60% |
30.27% |
35.58% |
|---|
| IOT |
Samsara Inc. |
24.87B |
1.72% |
|
|
|
|
|
44.32 |
3.87% |
45.61% |
13.82% |
|---|
| PI |
Impinj, Inc. |
4.24B |
1.70% |
|
|
|
|
|
149.83 |
5.05% |
64.74% |
56.14% |
|---|
| AVPT |
AvePoint, Inc. |
3.35B |
1.64% |
|
|
|
|
|
17.89 |
0.85% |
40.80% |
22.06% |
|---|
| VRNS |
Varonis Systems, Inc. |
5.09B |
1.58% |
|
|
|
|
|
45.30 |
0.55% |
34.19% |
19.27% |
|---|
| STX |
Seagate Technology Holdings plc |
18.47B |
1.47% |
|
|
|
|
|
87.31 |
-0.26% |
34.50% |
34.48% |
|---|
| ACIW |
ACI Worldwide, Inc. |
5.56B |
1.46% |
|
|
|
|
|
53.04 |
1.16% |
50.38% |
49.24% |
|---|
| BDC |
Belden Inc. |
4.59B |
1.42% |
|
|
|
|
|
113.74 |
-0.76% |
29.36% |
43.37% |
|---|
| CVLT |
Commvault Systems, Inc. |
6.94B |
1.42% |
|
|
|
|
|
158.73 |
0.31% |
36.98% |
39.86% |
|---|
| PAR |
PAR Technology Corporation |
2.76B |
1.37% |
|
|
|
|
|
76.12 |
0.82% |
44.06% |
9.27% |
|---|
| ALKT |
Alkami Technology, Inc. |
3.93B |
1.33% |
|
|
|
|
|
39.12 |
1.16% |
40.09% |
29.49% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
28.94B |
1.19% |
|
|
|
|
|
593.22 |
0.69% |
50.32% |
50.49% |
|---|
| NSIT |
Insight Enterprises, Inc. |
4.91B |
1.11% |
|
|
|
|
|
154.68 |
-1.83% |
30.60% |
54.89% |
|---|
| YOU |
Clear Secure, Inc. |
2.51B |
1.09% |
|
|
|
|
|
26.66 |
4.10% |
53.84% |
56.64% |
|---|
| PLUS |
ePlus inc. |
1.98B |
0.76% |
|
|
|
|
|
74.00 |
0.14% |
34.74% |
31.99% |
|---|
| MAX |
MediaAlpha, Inc. |
747.31M |
0.72% |
|
|
|
|
|
11.21 |
0.00% |
71.77% |
46.69% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|